Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lewistown, MT
Every SEC-registered financial advisor at a firm office in Lewistown who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in Lewistown; the most are at Edward Jones (3). 3 are also registered broker representatives.
CFP advisors in Lewistown, A to Z
Every advisor in Lewistown →- Stefanie A. DubbsEdward Jones · Certified Financial Planner
- Joseph R. EckhardtEdward Jones · Certified Financial Planner
- Mari KrumwiedeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Lewistown
CFP advisors in other Montana cities
All of Montana →Bozeman 49Billings 28Missoula 22Helena 10Kalispell 10Great Falls 8Whitefish 6Bigfork 4Glasgow 3Hamilton 3Manhattan 3
Questions
How many CFP financial advisors are in Lewistown, MT?
3 SEC-registered investment adviser representatives at firm offices in Lewistown, Montana list the CFP designation; Edward Jones employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Lewistown?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.